Avantis US Mid Cap Eq ETFAVMCETF

13F holders, Q1 2026 (March 31)
64holders +12
15new positions
2sold out
1famous investor
$72.32avg. 13F price*

At the end of Q1 2026, 64 institutions reported holding Avantis US Mid Cap Eq ETF (AVMC) in their 13F filings, up 12 from Q4 2025. 15 opened new positions and 2 sold out. The largest holders were McIlrath & Eck, LLC ($55.1M), Elwood & Goetz Wealth Advisory Group, LLC ($30.3M) and Berger Financial Group, Inc ($17.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis US Mid Cap Eq ETF
Filed as
AMERICAN CENTY ETF TR (Q1 2026)
CUSIP
025072125
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 6Q1 2024Q2 2024: 15Q2 2024Q3 2024: 21Q3 2024Q4 2024: 27Q4 2024Q1 2025: 33Q1 2025Q2 2025: 42Q2 2025Q3 2025: 42Q3 2025Q4 2025: 52Q4 2025Q1 2026: 64Q1 2026Q2 2026: 79Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$34.4M
Exits2$286K

All 13F filers, Q4 2025 → Q1 2026: 776,181 shares bought and 22,750 shares sold, net +753,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 64 holders

McIlrath & Eck, LLC 4.15% Add +2.5% 763,230 $55.1M
Elwood & Goetz Wealth Advisory Group, LLC 5.14% Add +6.5% 419,573 $30.3M
Berger Financial Group, Inc 0.99% Add +6.1% 244,192 $17.6M
Wealth Management Partners, LLC 4.48% Add +7.2% 217,157 $15.7M
Networth Advisors, LLC 9.10% Add +3.5% 178,285 $12.9M
CGN Advisors LLC 0.94% Reduce -1.4% 165,461 $12.0M
Tarbox Family Office, Inc. 1.88% New 160,661 $11.6M
American Century Companies Inc. 0.01% Add +13.1% 159,550 $11.5M
Envision Financial Planning, LLC 3.70% Add +2.5% 141,457 $10.2M
LPL Financial LLC 0.00% Add +25.3% 122,110 $8.8M
HighTower Advisors, LLC 0.01% Add +191.7% 119,840 $8.7M
Independent Advisor Alliance 0.09% New 115,855 $8.4M
AE Wealth Management LLC 0.04% Add +13.2% 113,090 $8.2M
Tiller Private Wealth, Inc. 2.71% Add +4.1% 105,533 $7.6M
Chicago Partners Investment Group LLC 0.12% Add +7.0% 67,642 $5.2M
Mendota Financial Group, LLC 3.67% Add +7.1% 68,505 $4.9M
Kestra Advisory Services, LLC 0.01% Add +1.9% 52,161 $3.8M
Envestnet Asset Management Inc. 0.00% New 48,353 $3.5M
&partners 0.02% New 48,143 $3.5M
LexAurum Advisors, LLC 0.41% — 43,432 $3.1M
CFS Investment Advisory Services, LLC 0.20% Add +100.4% 37,740 $2.9M
HB Wealth Management, LLC 0.02% Reduce -2.6% 34,076 $2.5M
Endeavor Private Wealth, Inc. 0.53% Add +24.1% 25,423 $1.8M
Summit Financial, LLC 0.02% Add +7.2% 25,379 $1.8M
Quad-Cities Investment Group, LLC 0.71% Add +30.1% 24,537 $1.8M
Bleakley Financial Group, LLC 0.03% New 23,100 $1.7M
Gradient Capital Advisors, LLC 0.43% Add +13.3% 22,776 $1.6M
Balance Wealth Partners LLC 0.44% New 19,509 $1.4M
Commerce Bank 0.01% New 17,572 $1.3M
Plancorp, LLC 0.03% Add +11.6% 16,371 $1.2M
Jacobi Capital Management LLC 0.07% Add +29.7% 16,405 $1.2M
WMG Financial Advisors, LLC 0.49% Reduce -15.5% 16,300 $1.2M
SRH Advisors, LLC 0.31% Add +117.8% 15,022 $1.1M
Farther Finance Advisors, LLC 0.01% Add +65.7% 14,914 $1.1M
Madrid Wealth Management, LLC 0.79% Reduce -21.4% 14,455 $1.0M
Mercer Global Advisors Inc. 0.00% Reduce -1.3% 11,437 $826K
GEN Financial Management, INC. 0.46% Add +1.9% 10,305 $744K
Susquehanna International Group, LLP 0.00% Reduce -21.5% 10,205 $737K
HTG Investment Advisors, Inc. 0.20% Add +32.1% 9,821 $709K
Commonwealth Equity Services, LLC 0.00% Add +5.1% 8,847 $639K
Jane Street Group, LLC 0.00% New 8,798 $636K
StrongBox Wealth, LLC 0.20% New 8,675 $627K
B&D White Capital Company, LLC 0.08% Add +39.2% 8,588 $620K
Canvas Wealth Advisors, LLC 0.10% New 7,839 $566K
Eldridge Investment Advisors, Inc. 0.10% Reduce -5.6% 6,538 $472K
IHT Wealth Management, LLC 0.01% New 10,000 $458K
Equitable Holdings, Inc. 0.00% Add +40.5% 6,161 $435K
Team Financial Group, LLC 0.14% Add +249.9% 4,398 $318K
Avondale Wealth Management 0.13% New 3,754 $271K
Mosaic Family Wealth Partners, LLC 0.03% Add +11.4% 3,715 $268K
AQR Capital Management 0.00% New 3,696 $267K
Osaic Holdings, Inc. 0.00% Reduce -4.3% 3,065 $221K
Merit Financial Group, LLC 0.00% New 3,011 $218K
Atwood & Palmer Inc. 0.01% No change 1,743 $126K
Trust Co 0.01% Add +63.1% 1,264 $91K
Morgan Stanley 0.00% New 1,058 $76K
Lloyd Advisory Services, LLC. 0.02% Reduce -84.8% 874 $63K
Kingdom Financial Group LLC. 0.02% Add +0.2% 874 $63K
IFP Advisors, Inc 0.00% No change 492 $36K
IAG Wealth Partners, LLC 0.00% Reduce -6.5% 387 $28K
Rialto Wealth Management, LLC 0.00% No change 179 $13K
MCF Advisors LLC 0.00% Reduce -0.6% 161 $12K
JPMorgan Chase & Co. 0.00% Reduce -71.4% 76 $5K
Assetmark, Inc. 0.00% No change 62 $4K

"% of holder's portfolio" is AVMC's weight in each manager's 13F, not the share of Avantis US Mid Cap Eq ETF the manager owns.